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iShares S&P 500 Growth ETF

1,831 hedge funds and large institutions have $38.2B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 662 increasing their positions, 706 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $11.6M

2% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 103

0.02% less ownership

Funds ownership: 73.89%73.87% (-0.02%)

6% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 706

2% less funds holding

Funds holding: 1,8691,831 (-38)

12% less funds holding in top 10

Funds holding in top 10: 214188 (-26)

15% less capital invested

Capital invested by funds: $45.1B → $38.2B (-$6.89B)

Holders
1,831
Holders Change
-38
Holders Change %
-2.03%
% of All Funds
24.55%
Holding in Top 10
188
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-12.15%
% of All Funds
2.52%
New
105
Increased
662
Reduced
706
Closed
103
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1301
Formidable Asset Management
Ohio
$417K
CCM
1302
Condor Capital Management
New Jersey
$417K -$27.7K -275 -6%
SSW
1303
Stone Summit Wealth
Florida
$416K -$4.03K -40 -0.9%
Kayne Anderson Rudnick Investment Management
1304
Kayne Anderson Rudnick Investment Management
California
$414K
WG
1305
Welch Group
Alabama
$413K +$67K +665 +17%
DWM
1306
Diversify Wealth Management
Utah
$413K -$7.46K -74 -2%
NDSI
1307
Newman Dignan & Sheerar Inc
Rhode Island
$413K -$55.8K -553 -11%
BFA
1308
Beaumont Financial Advisors
Massachusetts
$413K
MSFS
1309
Main Street Financial Solutions
Pennsylvania
$413K -$504 -5 -0.1%
FSWA
1310
Financial Synergies Wealth Advisors
Texas
$413K +$504 +5 +0.1%
T
1311
TrueFG
Texas
$412K -$1.51K -15 -0.3%
MFG
1312
MidWestOne Financial Group
Iowa
$412K
UAG
1313
United Advisor Group
Ohio
$410K +$5.95K +59 +1%
AFA
1314
Arlington Financial Advisors
California
$408K +$443K +4,396 New
ONST
1315
Old North State Trust
North Carolina
$408K
BWM
1316
Brown Wealth Management
Illinois
$408K +$3.93K +39 +0.9%
CKAIS
1317
Christensen King & Associates Investment Services
Washington
$407K -$2.42K -24 -0.6%
BWM
1318
BCS Wealth Management
Tennessee
$407K -$706 -7 -0.2%
RZH
1319
Relyea Zuckerberg Hanson
Connecticut
$406K
FWI
1320
Facet Wealth Inc
Maryland
$405K +$420K +4,170 New
WLPWM
1321
Walled Lake Planning & Wealth Management
Illinois
$403K -$15.5K -154 -3%
NEWAS
1322
N.E.W. Advisory Services
Wisconsin
$400K
LB
1323
Legacy Bridge
Iowa
$400K -$60.5K -600 -12%
CWA
1324
Canvas Wealth Advisors
Kansas
$400K +$51.5K +511 +13%
SFC
1325
Swisher Financial Concepts
Ohio
$397K +$104K +1,029 +32%

IVW Hedge Fund Activity: Q1 2025 in Review

1,831 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2025, worth a combined $38.2B — down 15% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IVW positions and 103 closed out — a net gain of 2 holders — while 662 added to existing stakes and 706 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $237M. The largest seller was Fidelity International, exiting entirely with an estimated $309M sold.

  • 1,831 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2025, down from 1,869 in Q4 2024.
  • Funds reported $38.2B of iShares S&P 500 Growth ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 105 funds opened new iShares S&P 500 Growth ETF positions in Q1 2025 and 103 closed out, a net change of +2 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $237M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2025 was Fidelity International, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2025.